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iShares US Insurance ETF

35 hedge funds and large institutions have $27M invested in iShares US Insurance ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

33% more capital invested

Capital invested by funds: $20.3M → $27M (+$6.78M)

8.29% more ownership

Funds ownership: 20.04%28.33% (+8.3%)

6% more funds holding

Funds holding: 3335 (+2)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.82M +$1.67M +20,240 +79%
MC
2
Martin & Co
Tennessee
$3.63M -$922K -11,187 -21%
Bank of America
3
Bank of America
North Carolina
$2.63M +$74.7K +906 +3%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.2M +$2.17M +26,370 New
Morgan Stanley
5
Morgan Stanley
New York
$2.16M +$268K +3,251 +14%
SAM
6
SP Asset Management
California
$1.73M +$8.65K +105 +0.5%
HBT
7
Hills Bank & Trust
Iowa
$1.63M -$81.1K -984 -5%
Wells Fargo
8
Wells Fargo
California
$1.26M -$143K -1,733 -10%
LPL Financial
9
LPL Financial
California
$954K +$128K +1,551 +16%
UBS Group
10
UBS Group
Switzerland
$865K +$81.3K +986 +11%
TRCT
11
Tower Research Capital (TRC)
New York
$781K +$441K +5,351 +134%
CAGAS
12
Capital Advisory Group Advisory Services
Minnesota
$763K -$6.59K -80 -0.9%
SAF
13
Smith Anglin Financial
Texas
$653K +$644K +7,810 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$436K +$35.9K +435 +9%
RPCONE
15
Retirement Planning Company of New England
Rhode Island
$429K +$424K +5,144 New
EH
16
Equitable Holdings
New York
$418K
FHA
17
First Horizon Advisors
Tennessee
$394K -$52.8K -640 -12%
Citadel Advisors
18
Citadel Advisors
Florida
$378K +$373K +4,527 New
WMS
19
Wealth Management Solutions
Pennsylvania
$282K +$278K +3,378 New
WI
20
Wintrust Investments
Illinois
$272K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$253K +$12.4K +150 +5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$214K
AAS
23
Ameritas Advisory Services
Nebraska
$205K +$203K +2,457 New
Osaic Holdings
24
Osaic Holdings
Arizona
$200K -$77.7K -942 -28%
US Bancorp
25
US Bancorp
Minnesota
$150K